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FBAFX vs OAZBX
FBAFX vs OAZBX Comparison
Open Charts FBAFX vs OAZBX
American Funds American Balanced 529-F-2
Price$36.51
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.05B
Oakmark Equity and Income R6
Price$36.99
Change-$0.12 (-0.32%)
VolumeN/A
Net Assets6.14B
FBAFX vs OAZBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 250B vs. OAZBX (6.14B). OAZBX pays higher dividends than FBAFX: OAZBX (2.38) vs FBAFX (2.14). FBAFX was incepted earlier than OAZBX: FBAFX (5 years) vs OAZBX (5 years). OAZBX (0.56) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. OAZBX (38.00). FBAFX has a lower initial minimum investment than OAZBX: FBAFX (250) vs OAZBX (1000000). OAZBX annual gain was more profitable for investors over the last year : 10.59 vs. FBAFX (7.87).
| FBAFX | OAZBX | FBAFX / OAZBX | |
| Total Expense Ratio | 0.34 | 0.56 | 61% |
| Annual Report Gross Expense Ratio | 0.34 | 0.56 | 61% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 7.131 | 4.394 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250B | 6.14B | 4,074% |
| Annual Yield % from dividends | 2.14 | 2.38 | 90% |
| Returns for 1 year | 7.87 | 10.59 | 74% |
| Returns for 3 years | 36.19 | 34.26 | 106% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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